Criteria are the fundamental filters of Conditional Assignment. To add a criteria: Choose Users matching the criteria when configuring the rule. Choose an attribute to filter users with. Set the value for the criteria, and the relationship between ...
To apply custom filters: 1. Click on Custom Filter from the drop down menu. 2. Custom Filter lets you choose your condition according to which the data must be filtered. Note: Depending upon the data type chosen, the options that are used to set the ...
While using the checkbox type field to set a criteria, you need to specify the value as True (for the checkbox to be selected) or False (for checkbox to be unselected). For example, you want to create a custom view that lists out all the contacts ...